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Medallion Wealth Advisors’s Cummins CMI Stock Holding History

Medallion Wealth Advisors’s Portfolio CMI Stock Details CMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$51.4K Buy
72
+12
+20% +$7.91K 0.02% 465
2026
Q1 		$32.3K Hold
60
– – 0.01% 557
2025
Q4 		$30.6K Hold
60
– – 0.01% 565
2025
Q3 		$25.3K Buy
60
+10
+20% +$3.83K 0.01% 593
2025
Q2 		$16.5K Hold
50
– – 0.01% 654
2025
Q1 		$15.8K Hold
50
– – 0.01% 615
2024
Q4 		$17.4K Buy
+50
New +$17.6K 0.01% 577

Other funds holding CMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Medallion Wealth Advisors's CMI Position: Q2 2026 in Review

Medallion Wealth Advisors increased its Cummins (CMI) stake by 20% in Q2 2026, buying an estimated $7.91K and bringing the position to 72 shares worth $51.4K. The position accounts for 0.02% of the portfolio, ranked #465.

Medallion Wealth Advisors first reported a position in CMI in Q4 2024 and has held it in 7 quarters since. 2,106 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Medallion Wealth Advisors held 72 shares of Cummins worth $51.4K as of Q2 2026.
  • Medallion Wealth Advisors bought 12 Cummins shares in Q2 2026, an estimated $7.91K.
  • Cummins made up 0.02% of Medallion Wealth Advisors's portfolio in Q2 2026, its #465 holding.
  • Medallion Wealth Advisors first reported a position in Cummins in Q4 2024 and has held it in 7 quarters since.
  • 2,106 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.